Every Asian tycoon becomes a tycoon in the exact same way. Learning to see this core pattern is half the battle.| Commoncog
Two examples of operators who were strong on the capital side of the business expertise triad, but weak in just about everything else.| Commoncog
What expertise in Capital looks like in the context of business.| Commoncog
If the most unlikely, most un-businesslike person could become a masterful capital allocator late in her life, then perhaps you could, too.| Commoncog
Everything that we covered in 2023, and what to expect now that Commoncog has a new direction.| Commoncog
How Koch Industries became an empire. We draw on ideas from both the Becoming Data Driven series and the Capital Expertise series.| Commoncog
The unspoken secret about new company formation is that you need to get lucky. Roll the dice, get a business outcome. Capital allocation matters because it gives you a path to winning even when you lose the initial roll.| Commoncog
What a famous investing framework — part of the modern canon of value investing — tells us about the expertise of capital in business.| Commoncog